Senior Financial Analyst

Job Description

Job Description

Description : Job Summary

As a Financial Reporting analyst, you will be accountable for the development of the annual operating budget and the associated tracking of performance against plan throughout the year. You will also develop and own revenue and expense forecast models for the company's various business lines. This position will work intimately with the executive leadership team in developing financial models for key strategic projects, reporting on weekly KPI’s and provided analysis. You are also expected to work closely with Accounting, HR, IT, and Sales Operations to drive system and process improvements.

It is a requirement; you must live in Southern California and able to come into the Murrieta, CA office location hybrid, 3 days per week?

Essential Duties and Responsibilities : Budget / Forecast

• Review and develop annual budgets and targets along with follow-on forecasts on a quarterly basis
• Prepare and review financial variances between Actual / Budget / Forecast
• Reconcile transactions by comparing vs. budget, prior year, prior months, investigating variances and correcting data
• Provide information to management by compiling and summarizing data; preparing reports; making presentations of findings, analyses, and recommendations
• Develop and refine key business metrics and drives robust analysis to identify strengths, weaknesses and opportunities, while evaluating possible alternatives and recommending appropriate actions
• Provide user support and maintenance during annual budget cycle and quarterly forecast cycles
• Conduct presentations to management and department directors as needed

Key Performance Indicators

Financial Modeling

Requirements

Requirements :